Get intelligent insights to improve sales (preview)
Important
This topic is pre-release documentation and is subject to change.
Seller insights provide sellers with valuable insights and workflows for customer engagement. Therefore, sellers can efficiently engage with customers, save time on information gathering, and increase productivity by focusing on tasks that matter.
Seller insights are generated based on data from custom insights models. These models are imported into Dataverse and used to generate contextual and intelligent insights. Based on these insights, sellers can assign tasks, create activities, and establish connections with other sellers. For example, if there is risk from an account that isn't well engaged, the following suggestions might be displayed for the account:
- Engagement is low as number of activities are going down.
- Customer didn't respond to the last email since 3 weeks.
- Negative intent detected in last call. Check call summary.
How can I use the seller insights feature?
Depending on your role, you can use the seller insights feature in the following ways:
System administrator or a similar role:
- Import your custom insights model, and map the attributes with the
msdyn_salessuggestionentity attributes. For more information, go to Import a custom insights model into Dataverse. - Enable the seller insights feature. For more information, go to Enable seller insights.
- Configure who can use the seller insights feature. For more information, go to Manage access to view insights.
- Configure assignment rules to automatically assign insights to sellers. For more information, go to Configure assignment rules to automatically assign insights.
- Import your custom insights model, and map the attributes with the
Sales manager, seller, or any other similar role:
- View insights on records.
- Perform actions based on insights. These actions include connecting a sequence, creating an activity, assigning an insight to a seller, reassigning an insight to yourself, and declining or closing an insight.
For more information, go to View and work on seller insights.